Position in CI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$366,103
+$69,477 QoQ
Shares Held
1,328
+19.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,106
of 1,682 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CI Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026FLORIDA FINANCIAL ADVISORS, LLC holds $1,621,812 across 3 Healthcare Plans names. CI ranks #2 (22.6% of the industry book) .
All Filings in CI
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $366,103 | 1,328 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $296,626 | 1,112 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $220,184 | 800 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $214,169 | 743 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $312,067 | 944 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $334,922 | 1,018 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $254,048 | 920 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $297,938 | 860 | Shares | Sole | 2025-01-10 | |
| 2024-06-30 | $255,200 | 772 | Shares | Sole | 2025-01-10 | |
| 2024-03-31 | $291,641 | 803 | Shares | Sole | 2025-01-10 | |
| 2023-12-31 | $286,274 | 956 | Shares | Sole | 2025-01-10 | |
| No filing history on record for this holder in this stock. | ||||||